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Top Retirement Plan Advisors Under 40

2019 Young Guns: Top 100 Plan Advisors Under 40

Established in 2014, this list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners.  Those applications are vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Young Guns”are widely seen as the future leaders of the retirement plan advisor industry.

This year we more than 500 nominations (a 10% increase from a year ago).  While each year’s nominations contain an inspiring pool of potential candidates, due to both the size and quantity of qualifying advisors, we have acknowledged 100 top young retirement plan advisors this year!

View Previous Lists

First Last Firm Broker-Dealer/RIA
Edward Ahn Merrill Lynch Merrill Lynch
Alexander G. Assaley AFS 401(k) Retirement Services, LLC Commonwealth Financial Network
Ken Barnes SageView Advisory Group SageView Advisory Group
Andrew Bayliss Marsh & McLennan Agency MMA Securities
Mark Beaton Bukaty Companies Financial Services Resources Investment Advisors
Tony Black SevenHills Cleveland Benefit Partners Pensionmark Financial Group
Natasha Bonelli Merrill Lynch Merrill Lynch
Jon Bratincevic Morgan Stanley Morgan Stanley
Julie Braun Morgan Stanley Morgan Stanley
Eric Brunton Merrill Lynch Merrill Lynch
David Cacciabeve CAPTRUST Financial Advisors CAPTRUST
Ryan Campagna Sentinel Pension Advisors Sentinel Pension Advisors
Megan Carroll Assurance Financial Services Kestra
Dominic Casanueva Merrill Lynch Merrill Lynch
Brian Catanella UBS Financial Services UBS Financial Services
John Clark Heffernan Retirement Services LPL/GRP
Corey Coleman Hub International Cambridge Investment Research Advisors
Jake Connors Compass Financial Partners, LLC LPL Financial
Shaun Cox Oswald Financial, Inc. Global Retirement Partners
Ronnie Cox Pensionmark Financial Group Pensionmark Financial Group
Brady Dall 401k Advisors Intermountain Resources Investment Advisors
Taylor Dance GBS Retire Resource Investment Advisors
Joe DeBello Chepenik Financial Resources Investment Advisors
Sean Deviney Provenance Wealth Advisors, LLC Raymond James Financial Services
Justin Domber Plante Moran Financial Advisors Plante Moran Financial Advisors
Damian Dufour Reilly Financial Advisors, LLC Reilly Financial Advisors, LLC
Rich Eagar Qualified Plan Advisors NA
Shaun Eskamani CAPTRUST Financial Advisors CAPTRUST
Michael Fine Monarch Plan Advisors Monarch Plan Advisors
Derek Fiorenza Summit Group Retirement Planners, Inc LPL
Jessica Fitzgerald Morgan Stanley Morgan Stanley
Patrick Flint CAPTRUST Financial Advisors CAPTRUST
Kellen Foley NFP Kestra Investment Services, LLC /NFP Retirement, Inc.
Lee Forehand Morgan Stanley Morgan Stanley
Lisa Garcia FiduciaryFirst FiduciaryFirst
Nathaniel Gavitt Everest Consultants LLC Everest Consultants LLC
Steven Gibson Plante Moran Financial Advisors Plante Moran Financial Advisors
Richard Ginel SageView Advisory Group SageView Advisory Group
Matt Giovinazzo NFP Kestra Investment Services, LLC /NFP Retirement, Inc.
Spencer Goldstein StoneStreet Equity, LLC Resources Investment Advisors
Wesley Golie First Interstate Wealth Management LPL Financial
Erin Hall Bermudez/Hall Retirement Group of Wells Fargo Advisors Wells Fargo Advisors
Thomas Hardy Mariner Retirement Advisors MSEC, LLC/Mariner Retirement Advisors
Jamie Hayes FiduciaryFirst FiduciaryFirst
Brandon Helms Retirement Plan Analytics GRP
Evan Holmes CAPTRUST Financial Advisors CAPTRUST Financial Advisors
Emily Hing Hopkins NFP NFP Retirement, Inc.
Zach Hull Compass Financial Partners, LLC LPL Financial/Compass Financial Partners
Rich Hynes Merrill Lynch Merrill Lynch
Scott Jones E&M Consulting Raymond James Financial Services Advisors, Inc.
Mike Kasecamp CBIZ Retirement Plan Services/CBIZ Investment Advisory Services CBIZ Financial Solutions Inc./CBIZ Investment Advisory Services, LLC.
Jim Keenehan AFS 401(k) Retirement Services Commonwealth
Jack Keller CBIZ Retirement Plan Services/CBIZ Investment Advisory Services CBIZ Financial Solutions Inc./CBIZ Investment Advisory Services, LLC.
Jamie Kertis Grinkmeyer Leonard Financial Commonwealth Financial Network
Amy Kinsman Cafaro Greenleaf Greenleaf Advisors
Cameron Kleinheksel Plante Moran Financial Advisors Plante Moran Financial Advisors
Vincent Ko Precept Advisory Group Precept Advisory Group
Josh Kopec Connor & Gallagher OneSource Global Retirement Partners
Douglas Kublin Marsh & McLennan Agency MMA Securities
Vanessa Larareo SageView Advisory Group SageView Advisory Group
Brian Lizzi TriBridge Partners, LLC MMLIS
Justin Londergan Mayflower Advisors, LLC Wells Fargo Advisors Financial Network, LLC (WFAFN)
Sarah Majeski Oswald Financial LPL Financial/GRP
Joseph T. Matis Morgan Stanley Morgan Stanley
James Miley Hays Financial Group GRP
David Montgomery Fidelis Fiduciary Management Independent Financial Partners
Brennan Moore NFP Kestra Investment Services, LLC
David Morehead Retirement Benefits Group Resources Investment Advisors
Doug O'Rear OnTrack 401(k) LPL Financial/Independent Financial Partners
Jason Colin Patrick Fiduciary Advisors, LLC Kestra Investment Services, LLC/Kestra Advisory Services, LLC
Jeffrey Petrone SageView Advisory Group Cetera Advisor Networks, LLC
Lisa Petronio Strategic Retirement Partners Kestra
Kyle Posvistak GRP Financial Global Retirement Partners, LLC
Aaron Pottichen Alliant Retirement Consulting Alliant Retirement Consulting
Kimberly Pruitt NFP NFP Retirement, Inc.
Shaun Ratay Morgan Stanley Morgan Stanley
Stephanie Reese Tutton Financial Pensionmark
Allie Rivera Strategic Retirement Group Resources Investment Advisors
W. Dean Salyer III Pensionmark Financial Group Pensionmark Financial Group
Rick Sauerman NFP NFP Retirement, Inc.
Stuart Scholten NFP Kestra Investment Services, LLC /NFP Retirement, Inc.
Andrew Shimp CAPTRUST Financial Advisors CAPTRUST
Courtenay Shipley Retirement Planology Courtenay Shipley
Jordan Sibler Janney Montgomery Scott Janney Montgomery Scott
Brad Sieniawski CBIZ Retirement Plan Services CBIZ Financial Solutions, Inc.
Tom Small The Mahoney Group of Raymond James Raymond James & Associates
Brandon Smith Qualified Plan Advisors (QPA) Schwab
Megan Smith UBS Financial Services UBS Financial Services
Paul Sommerstad Blue Prairie Group, LLC RIA - Blue Prairie Group
Jonathan St. Clair SageView Advisory Group SageView/Cetera
Todd Stewart SageView Advisory Group Cetera Advisor Networks
Solomon Stewart NFP NFP Retirement, Inc.
Paul R. Stibich, Jr. CAPTRUST Financial Advisors CAPTRUST Financial Advisors
Chris Strother Pensionmark Financial Group Pensionmark Financial Group
Jay Thompson J.W. Thompson Investments LPL Financial
Jeremy Tollas Plante Moran Financial Advisors Plante Moran Financial Advisors
Brian Whinnery Hays Financial Group Global Retirement Partners
Brian Wiese Morgan Stanley Morgan Stanley
Edward Thomas Wojton Clearview Advisory Clearview Advisory
Andrew Ziergiebel Marsh & McLennan Agency MMA Securities